Dori Ben-David founded Ben-David Financial Planning, a fee-only financial planning
firm, out of a conviction to help individuals maximize their finances in order to fully
realize their goals and live a healthy, balanced life. For Dori, Ben-David Financial
Planning is not just a business, it is an extension of her personal values. She uses her
knowledge in finance to empower individuals by guiding them through the steps necessary
to optimize their unique financial circumstances and not feel stress around finances so
that this energy can be used on something else like living life!

Dori is an independent Certified Financial Planner (CFP®) practitioner and Registered
Investment Advisor (RIA). She has worked in the
professional financial services industry since 1998.

Dori graduated Phi Beta Kappa from Tulane University in 1997 with a Bachelor of Science
degree in Economics. After spending two and a half years providing financial consulting
services to small businesses, she realized that her true interest lay in individual
financial planning. She began related coursework at University of California, Berkeley
Extension while simultaneously earning her certification as a Tax Preparer. From the
Spring of 2001 through 2003 she practiced personal financial planning to individuals
at Weil Capital Management, a personal financial planning and asset management firm
in Palo Alto, CA. In November 2002, she earned her Certificate in Personal Financial
Planning from University of California, Santa Cruz Extension, and soon after she received
her Certified Financial Planner (CFP®) designation.

Dori served for three years on the Board of Directors of the Silicon Valley
Financial Planning Association, a national trade organization for financial planners. She
was responsible for coordinating monthly speaking engagements to financial planners on topics
relating to innovative financial planning practices. She frequently delivers her own financial
planning topic seminars to companies throughout the Bay Area for Balance, a financial education
company based in San Francisco. She has conducted seminars on topics such as Developing a
Financial Plan, Protecting Your Assets, Budgeting, Financial Planning for Women and Tax Planning.

Dori began Ben-David Financial Planning with the goal of providing quality
financial services to individuals in order to facilitate comfort and balance in their personal
and financial lives.